Boston Financial Mangement

Latest statistics and disclosures from Boston Financial Mangement's latest quarterly 13F-HR filing:

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Positions held by Boston Financial Mangement consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Boston Financial Mangement

Boston Financial Mangement holds 335 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.4 $179M 717k 250.42
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Watsco, Incorporated (WSO) 4.9 $162M 342k 473.89
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Microsoft Corporation (MSFT) 4.9 $162M 385k 421.50
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Fair Isaac Corporation (FICO) 4.3 $141M 71k 1990.93
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Copart (CPRT) 3.5 $115M 2.0M 57.39
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Broadridge Financial Solutions (BR) 2.6 $88M 388k 226.09
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Visa Com Cl A (V) 2.5 $82M 259k 316.04
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Mastercard Incorporated Cl A (MA) 2.1 $71M 134k 526.57
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Sherwin-Williams Company (SHW) 2.1 $68M 201k 339.93
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Cme (CME) 2.0 $67M 287k 232.23
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.9 $63M 783k 80.93
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Brown & Brown (BRO) 1.9 $63M 615k 102.02
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W.R. Berkley Corporation (WRB) 1.7 $57M 981k 58.52
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Amphenol Corp Cl A (APH) 1.6 $54M 770k 69.45
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Cogent Communications Hldgs Com New (CCOI) 1.4 $46M -2% 597k 77.07
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Firstservice Corp (FSV) 1.4 $46M 251k 181.02
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Air Products & Chemicals (APD) 1.4 $45M 156k 290.04
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Ishares Tr Ishs 1-5yr Invs (IGSB) 1.3 $45M 864k 51.70
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Amazon (AMZN) 1.3 $43M 196k 219.39
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Steris Shs Usd (STE) 1.2 $41M 200k 205.56
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Ferguson Enterprises Common Stock New (FERG) 1.2 $39M 225k 173.57
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Costco Wholesale Corporation (COST) 1.2 $39M 42k 916.28
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Danaher Corporation (DHR) 1.1 $38M 165k 229.55
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Verisign (VRSN) 1.1 $38M +6% 182k 206.96
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Lockheed Martin Corporation (LMT) 1.1 $36M 74k 485.94
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Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $34M 548k 62.31
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Nexstar Media Group Common Stock (NXST) 1.0 $34M -4% 216k 157.97
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Carlisle Companies (CSL) 1.0 $33M +3% 90k 368.84
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A. O. Smith Corporation (AOS) 1.0 $33M -7% 482k 68.21
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Heico Corp Cl A (HEI.A) 1.0 $33M 176k 186.08
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Waters Corporation (WAT) 0.9 $31M 84k 370.98
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Ryan Specialty Holdings Cl A (RYAN) 0.9 $30M +4% 474k 64.16
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Alphabet Cap Stk Cl C (GOOG) 0.9 $30M 157k 190.44
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O'reilly Automotive (ORLY) 0.9 $30M 25k 1185.80
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Old Republic International Corporation (ORI) 0.9 $28M 785k 36.19
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Pfizer (PFE) 0.8 $28M +33% 1.1M 26.53
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Arthur J. Gallagher & Co. (AJG) 0.8 $28M 98k 283.85
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $27M 142k 189.30
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Ishares Tr Core S&p500 Etf (IVV) 0.8 $26M 44k 588.69
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Ishares Tr Usd Inv Grde Etf (USIG) 0.8 $25M +3% 505k 50.28
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Equifax (EFX) 0.8 $25M -8% 99k 254.85
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CRH Ord (CRH) 0.8 $25M 271k 92.52
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Moody's Corporation (MCO) 0.7 $23M -5% 49k 473.37
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $23M +28% 39k 586.08
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $23M 395k 58.00
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Morningstar (MORN) 0.7 $22M +6% 66k 336.76
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $22M 277k 79.99
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Roper Industries (ROP) 0.7 $22M 43k 519.85
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American Tower Reit (AMT) 0.7 $22M -18% 119k 183.41
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Tyler Technologies (TYL) 0.6 $21M -17% 36k 576.64
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Caci Intl Cl A (CACI) 0.6 $21M -4% 52k 404.06
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Home Depot (HD) 0.6 $19M 49k 388.99
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JPMorgan Chase & Co. (JPM) 0.6 $19M 79k 239.71
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Ishares Tr Rus 1000 Etf (IWB) 0.6 $19M -5% 58k 322.16
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Rollins (ROL) 0.6 $19M +2% 401k 46.35
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Msci (MSCI) 0.6 $19M +2% 31k 600.01
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Broadcom (AVGO) 0.5 $18M +2% 79k 231.84
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.5 $18M 367k 48.92
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $18M +101% 62k 289.81
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.5 $17M 503k 33.34
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Landbridge Company Cl A (LB) 0.5 $15M NEW 237k 64.60
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $14M 124k 115.22
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Church & Dwight (CHD) 0.4 $14M 132k 104.71
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $13M 28k 453.28
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $13M +42% 24k 511.22
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $12M +36% 150k 81.98
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Nordson Corporation (NDSN) 0.4 $12M 56k 209.24
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Meta Platforms Cl A (META) 0.3 $11M 20k 585.51
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Gartner (IT) 0.3 $11M 23k 484.47
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Johnson & Johnson (JNJ) 0.3 $11M 75k 144.62
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Thermo Fisher Scientific (TMO) 0.3 $10M 20k 520.23
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Blackrock (BLK) 0.3 $10M NEW 9.9k 1025.11
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $9.4M +2% 17k 569.58
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Procter & Gamble Company (PG) 0.3 $9.2M 55k 167.65
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $9.2M 47k 195.83
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Mettler-Toledo International (MTD) 0.3 $9.1M +12% 7.4k 1223.68
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Automatic Data Processing (ADP) 0.3 $9.1M 31k 292.73
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Ishares Core Msci Emkt (IEMG) 0.3 $8.6M +3% 165k 52.22
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Merck & Co (MRK) 0.2 $8.0M +3% 80k 99.48
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salesforce (CRM) 0.2 $8.0M 24k 334.33
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $7.9M +39% 36k 220.96
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Adobe Systems Incorporated (ADBE) 0.2 $7.9M -3% 18k 444.68
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Stryker Corporation (SYK) 0.2 $7.8M +5% 22k 360.06
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Cdw (CDW) 0.2 $7.3M -77% 42k 174.04
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Palo Alto Networks (PANW) 0.2 $7.2M +85% 40k 181.96
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NVIDIA Corporation (NVDA) 0.2 $6.9M +4% 52k 134.29
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Nextera Energy (NEE) 0.2 $6.9M 96k 71.69
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Abbott Laboratories (ABT) 0.2 $6.8M -8% 60k 113.11
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Exxon Mobil Corporation (XOM) 0.2 $6.7M +20% 62k 107.57
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $6.4M -12% 135k 47.82
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $6.1M -2% 15k 401.58
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Pepsi (PEP) 0.2 $6.0M 39k 152.06
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Abbvie (ABBV) 0.2 $5.9M +4% 33k 177.70
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Intuit (INTU) 0.2 $5.6M 9.0k 628.50
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $5.5M 73k 75.61
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Chevron Corporation (CVX) 0.2 $5.5M -6% 38k 144.84
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Ross Stores (ROST) 0.2 $5.4M -4% 36k 151.27
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Raytheon Technologies Corp (RTX) 0.2 $5.1M +5% 44k 115.72
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Servicenow (NOW) 0.2 $5.1M 4.8k 1060.12
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $4.7M +198% 174k 27.32
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Ishares Gold Tr Ishares New (IAU) 0.1 $4.7M 95k 49.51
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Diageo Spon Adr New (DEO) 0.1 $4.5M -17% 36k 127.13
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UnitedHealth (UNH) 0.1 $4.4M +3% 8.7k 505.86
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $4.2M +4% 87k 48.67
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Ecolab (ECL) 0.1 $4.2M 18k 234.32
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Kenvue (KVUE) 0.1 $4.2M -2% 197k 21.35
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Linde SHS (LIN) 0.1 $4.2M +5% 10k 418.67
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Eli Lilly & Co. (LLY) 0.1 $4.1M +5% 5.3k 772.00
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Gilead Sciences (GILD) 0.1 $4.0M -2% 44k 92.37
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Cisco Systems (CSCO) 0.1 $4.0M +3% 68k 59.20
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S&p Global (SPGI) 0.1 $4.0M +5% 7.9k 498.01
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Spdr Gold Tr Call Call Option (Principal) (GLD) 0.1 $3.9M +177% 16k 242.13
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Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $3.9M 115k 34.21
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Blackstone Group Inc Com Cl A (BX) 0.1 $3.9M 23k 172.42
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Verisk Analytics (VRSK) 0.1 $3.9M 14k 275.43
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $3.6M -8% 81k 44.04
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $3.5M +13% 82k 42.75
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Equinix (EQIX) 0.1 $3.3M +4% 3.5k 942.89
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Newmont Mining Corporation (NEM) 0.1 $3.2M 86k 37.22
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Bank of America Corporation (BAC) 0.1 $3.0M +3% 69k 43.95
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McDonald's Corporation (MCD) 0.1 $3.0M 10k 289.89
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Wal-Mart Stores (WMT) 0.1 $2.8M +4% 31k 90.35
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Mondelez Intl Cl A (MDLZ) 0.1 $2.7M 46k 59.73
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TJX Companies (TJX) 0.1 $2.7M +3% 23k 120.81
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Illinois Tool Works (ITW) 0.1 $2.7M 11k 253.56
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Coca-Cola Company (KO) 0.1 $2.7M +7% 43k 62.26
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Totalenergies Se Sponsored Ads (TTE) 0.1 $2.7M 49k 54.50
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $2.7M -11% 8.0k 334.25
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Emerson Electric (EMR) 0.1 $2.6M 21k 123.93
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Union Pacific Corporation (UNP) 0.1 $2.6M -15% 11k 228.04
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Lamar Advertising Cl A (LAMR) 0.1 $2.6M 21k 121.74
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Crown Castle Intl (CCI) 0.1 $2.5M -18% 28k 90.76
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Fastenal Company (FAST) 0.1 $2.5M +3% 35k 71.91
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Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.1 $2.5M 49k 51.23
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Oracle Corporation (ORCL) 0.1 $2.5M +4% 15k 166.64
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New York Life Investments Et Candriam Us Lrg (IQSU) 0.1 $2.5M -2% 51k 48.41
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Ishares Silver Tr Ishares (SLV) 0.1 $2.4M +2% 93k 26.33
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Barrick Gold Corp Call Call Option (Principal) (GOLD) 0.1 $2.4M +46% 157k 15.50
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Live Nation Entertainment (LYV) 0.1 $2.4M -2% 19k 129.50
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $2.4M -3% 30k 78.01
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.4M +2% 6.7k 351.79
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Otis Worldwide Corp (OTIS) 0.1 $2.2M 24k 92.61
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Unum (UNM) 0.1 $2.2M -25% 30k 73.03
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Select Sector Spdr Tr Energy (XLE) 0.1 $2.1M +291% 25k 85.66
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.1M +3% 37k 57.41
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Ishares Tr Residential Mult (REZ) 0.1 $2.1M 26k 81.02
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.0M 3.00 680920.00
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Amgen (AMGN) 0.1 $2.0M -8% 7.7k 260.64
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Qualcomm (QCOM) 0.1 $2.0M 13k 153.62
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Vanguard Index Fds Growth Etf (VUG) 0.1 $2.0M 4.8k 410.44
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Intuitive Surgical Com New (ISRG) 0.1 $1.9M -3% 3.7k 521.96
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Dominion Resources (D) 0.1 $1.9M +2% 35k 53.86
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Eaton Corp SHS (ETN) 0.1 $1.9M +15% 5.7k 331.84
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Republic Services (RSG) 0.1 $1.8M 9.2k 201.18
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PNC Financial Services (PNC) 0.1 $1.8M 9.3k 192.85
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Colgate-Palmolive Company (CL) 0.1 $1.7M 19k 90.91
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Starbucks Corporation (SBUX) 0.1 $1.7M 19k 91.25
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Spdr Ser Tr Portfolio Short (SPSB) 0.1 $1.7M -8% 57k 29.86
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Cincinnati Financial Corporation (CINF) 0.1 $1.7M 12k 143.70
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Tractor Supply Company (TSCO) 0.1 $1.7M +446% 32k 53.06
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Netflix (NFLX) 0.0 $1.6M -2% 1.8k 891.32
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Waste Management (WM) 0.0 $1.6M 7.9k 201.79
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Honeywell International (HON) 0.0 $1.6M +5% 6.9k 225.89
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International Business Machines (IBM) 0.0 $1.5M +12% 7.0k 219.84
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Constellation Energy (CEG) 0.0 $1.5M 6.9k 223.71
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Iqvia Holdings (IQV) 0.0 $1.5M 7.7k 196.51
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $1.5M +59% 21k 70.28
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Lowe's Companies (LOW) 0.0 $1.5M +3% 6.0k 246.80
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $1.4M 21k 70.00
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $1.4M +196% 60k 23.68
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Bwx Technologies (BWXT) 0.0 $1.4M -7% 13k 111.39
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Novo-nordisk A S Adr (NVO) 0.0 $1.4M -5% 16k 86.02
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.4M 16k 88.40
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Fidelity National Financial Fnf Group Com (FNF) 0.0 $1.4M +15% 24k 56.14
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Jack Henry & Associates (JKHY) 0.0 $1.3M -3% 7.7k 175.30
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Intercontinental Exchange (ICE) 0.0 $1.3M 9.0k 149.01
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $1.3M 13k 101.53
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.3M 31k 41.82
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Booking Holdings (BKNG) 0.0 $1.3M 252.00 4968.42
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Nike CL B (NKE) 0.0 $1.3M -7% 17k 75.67
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American Express Company (AXP) 0.0 $1.2M 4.0k 296.79
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $1.2M 9.2k 128.82
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Veralto Corp Com Shs (VLTO) 0.0 $1.2M -9% 12k 101.85
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CSX Corporation (CSX) 0.0 $1.2M +41% 36k 32.27
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Travelers Companies (TRV) 0.0 $1.2M 4.8k 240.89
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SEI Investments Company (SEIC) 0.0 $1.2M 14k 82.48
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Tesla Motors (TSLA) 0.0 $1.1M 2.7k 403.84
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Molson Coors Beverage CL B (TAP) 0.0 $1.1M -3% 19k 57.32
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Deere & Company (DE) 0.0 $1.1M 2.5k 423.62
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Edwards Lifesciences (EW) 0.0 $1.0M 14k 74.03
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Morgan Stanley Com New (MS) 0.0 $1.0M +67% 8.2k 125.72
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SYSCO Corporation (SYY) 0.0 $1.0M +35% 13k 76.46
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Texas Instruments Incorporated (TXN) 0.0 $1.0M +10% 5.4k 187.51
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IDEXX Laboratories (IDXX) 0.0 $989k -6% 2.4k 413.44
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Marsh & McLennan Companies (MMC) 0.0 $973k 4.6k 212.41
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Insulet Corporation (PODD) 0.0 $955k 3.7k 261.07
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $947k 3.9k 240.28
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Ameriprise Financial (AMP) 0.0 $938k +8% 1.8k 532.43
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $904k 2.2k 402.70
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Vaneck Etf Trust Oil Services Etf (OIH) 0.0 $888k NEW 3.3k 271.23
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Fiserv (FI) 0.0 $888k +17% 4.3k 205.42
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Novartis Sponsored Adr (NVS) 0.0 $883k +12% 9.1k 97.31
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Norfolk Southern (NSC) 0.0 $851k +12% 3.6k 234.71
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Southern Company (SO) 0.0 $849k 10k 82.32
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $827k +5% 34k 24.70
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RPM International (RPM) 0.0 $825k -2% 6.7k 123.06
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EXACT Sciences Corporation (EXAS) 0.0 $811k 14k 56.19
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Cigna Corp (CI) 0.0 $804k 2.9k 276.14
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Vanguard Index Fds Value Etf (VTV) 0.0 $803k -7% 4.7k 169.30
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Rockwell Automation (ROK) 0.0 $787k 2.8k 285.79
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $784k 8.6k 91.43
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Applied Materials (AMAT) 0.0 $780k 4.8k 162.63
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Advanced Micro Devices (AMD) 0.0 $774k +13% 6.4k 120.79
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $761k -22% 25k 30.48
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United Parcel Service CL B (UPS) 0.0 $754k +2% 6.0k 126.11
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Hubbell (HUBB) 0.0 $737k 1.8k 418.89
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General Dynamics Corporation (GD) 0.0 $737k 2.8k 263.49
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Becton, Dickinson and (BDX) 0.0 $735k -10% 3.2k 226.90
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $718k -29% 1.3k 538.65
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Chubb (CB) 0.0 $706k +20% 2.6k 276.30
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AFLAC Incorporated (AFL) 0.0 $703k 6.8k 103.44
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Comcast Corp Cl A (CMCSA) 0.0 $703k +2% 19k 37.53
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Walt Disney Company (DIS) 0.0 $700k 6.3k 111.35
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Boeing Company (BA) 0.0 $640k -2% 3.6k 177.00
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $636k 2.4k 264.13
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Kimberly-Clark Corporation (KMB) 0.0 $628k -9% 4.8k 131.04
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Carrier Global Corporation (CARR) 0.0 $619k 9.1k 68.26
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $618k 2.3k 269.70
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $618k +270% 27k 22.70
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Mccormick & Co Com Non Vtg (MKC) 0.0 $614k 8.1k 76.24
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Caterpillar (CAT) 0.0 $571k 1.6k 362.76
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Philip Morris International (PM) 0.0 $556k +113% 4.6k 120.35
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Autodesk (ADSK) 0.0 $549k +32% 1.9k 295.57
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Bristol Myers Squibb (BMY) 0.0 $538k +2% 9.5k 56.56
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West Pharmaceutical Services (WST) 0.0 $525k 1.6k 327.56
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Independent Bank (INDB) 0.0 $509k +127% 7.9k 64.19
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Oneok (OKE) 0.0 $503k 5.0k 100.40
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $499k +10% 2.6k 189.98
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $496k 14k 34.59
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3M Company (MMM) 0.0 $496k +11% 3.8k 129.09
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Parker-Hannifin Corporation (PH) 0.0 $495k NEW 778.00 636.03
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $482k 5.0k 96.83
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New York Life Investments Et Nyli Candriam In (IQSI) 0.0 $477k -4% 17k 28.53
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Paychex (PAYX) 0.0 $476k +103% 3.4k 140.22
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $473k 3.5k 135.37
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $465k -2% 8.5k 54.69
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Duke Energy Corp Com New (DUK) 0.0 $464k 4.3k 107.74
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Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.0 $464k 4.0k 115.80
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Cintas Corporation (CTAS) 0.0 $453k 2.5k 182.69
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Toronto Dominion Bk Ont Com New (TD) 0.0 $450k 8.5k 53.24
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Illumina (ILMN) 0.0 $449k 3.4k 133.63
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Sun Life Financial (SLF) 0.0 $445k 7.5k 59.34
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ConocoPhillips (COP) 0.0 $443k +31% 4.5k 99.17
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CoStar (CSGP) 0.0 $433k 6.0k 71.59
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Lauder Estee Cos Cl A (EL) 0.0 $424k 5.7k 74.98
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Ge Aerospace Com New (GE) 0.0 $402k +12% 2.4k 166.79
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $399k -16% 4.1k 96.90
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Vaneck Etf Trust Environmental Sr (EVX) 0.0 $395k -4% 2.3k 171.40
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Motorola Solutions Com New (MSI) 0.0 $394k 851.00 462.42
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General Mills (GIS) 0.0 $389k 6.1k 63.77
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United States Antimony (UAMY) 0.0 $386k +102% 218k 1.77
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Corning Incorporated (GLW) 0.0 $386k NEW 8.1k 47.52
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Vanguard World Inf Tech Etf (VGT) 0.0 $385k -17% 619.00 621.93
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $376k 2.0k 190.88
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Managed Portfolio Series Tortoise Global (TBLU) 0.0 $375k 8.0k 46.93
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Paypal Holdings (PYPL) 0.0 $374k -2% 4.4k 85.35
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Waste Connections (WCN) 0.0 $373k 2.2k 171.58
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $371k 2.8k 132.10
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Analog Devices (ADI) 0.0 $371k 1.7k 212.41
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Service Corporation International (SCI) 0.0 $367k NEW 4.6k 79.82
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Hanover Insurance (THG) 0.0 $364k 2.4k 154.66
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $354k 3.9k 90.93
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $350k 6.7k 52.16
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $347k -66% 3.8k 92.45
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Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.0 $347k 4.5k 77.22
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Owl Rock Capital Corporation (OBDC) 0.0 $345k 23k 15.12
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Te Connectivity Ord Shs (TEL) 0.0 $338k NEW 2.4k 142.94
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Boston Scientific Corporation (BSX) 0.0 $338k +7% 3.8k 89.32
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Interactive Brokers Group In Com Cl A (IBKR) 0.0 $328k -5% 1.9k 176.67
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Charles Schwab Corporation (SCHW) 0.0 $321k 4.3k 74.01
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Ptc (PTC) 0.0 $317k 1.7k 183.87
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Nucor Corporation (NUE) 0.0 $309k 2.6k 116.71
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Sweetgreen Com Cl A (SG) 0.0 $307k 9.6k 32.06
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Boston Properties (BXP) 0.0 $297k NEW 4.0k 74.36
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $294k 2.5k 117.49
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Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $292k NEW 2.3k 128.70
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Masco Corporation (MAS) 0.0 $291k 4.0k 72.57
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Ishares Tr Eafe Value Etf (EFV) 0.0 $290k 5.5k 52.47
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $289k NEW 3.2k 89.08
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Ansys (ANSS) 0.0 $289k 856.00 337.33
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $284k +6% 13k 22.72
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Sony Group Corp Sponsored Adr (SONY) 0.0 $281k +402% 13k 21.16
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Verizon Communications (VZ) 0.0 $279k +8% 7.0k 39.99
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GSK Sponsored Adr (GSK) 0.0 $277k 8.2k 33.82
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Api Group Corp Com Stk (APG) 0.0 $275k +2% 7.7k 35.97
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Antero Res (AR) 0.0 $275k 7.8k 35.05
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Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 0.0 $274k NEW 3.1k 88.65
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Wp Carey (WPC) 0.0 $272k -21% 5.0k 54.48
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Wells Fargo & Company (WFC) 0.0 $272k -3% 3.9k 70.24
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $271k 1.3k 215.49
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Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $263k +20% 14k 18.22
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FedEx Corporation (FDX) 0.0 $258k +12% 916.00 281.33
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Entergy Corporation (ETR) 0.0 $254k NEW 3.4k 75.82
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Unilever Spon Adr New (UL) 0.0 $254k -2% 4.5k 56.70
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State Street Corporation (STT) 0.0 $250k NEW 2.5k 98.15
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Brookfield Wealth Sol Cl A Exchangeab (BNT) 0.0 $248k 4.3k 57.44
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Wec Energy Group (WEC) 0.0 $242k -4% 2.6k 94.04
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $238k 3.1k 77.27
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $234k NEW 3.7k 63.47
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CVS Caremark Corporation (CVS) 0.0 $226k -18% 5.0k 44.89
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IDEX Corporation (IEX) 0.0 $226k NEW 1.1k 209.20
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Natera (NTRA) 0.0 $225k NEW 1.4k 158.30
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Enbridge (ENB) 0.0 $225k NEW 5.3k 42.43
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Check Point Software Tech Lt Ord (CHKP) 0.0 $224k 1.2k 186.70
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Select Sector Spdr Tr Financial (XLF) 0.0 $222k +2% 4.6k 48.33
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Expeditors International of Washington (EXPD) 0.0 $221k -10% 2.0k 110.77
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CONMED Corporation (CNMD) 0.0 $219k 3.2k 68.44
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Cullen/Frost Bankers (CFR) 0.0 $218k NEW 1.6k 134.25
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Canadian Natural Resources (CNQ) 0.0 $218k NEW 7.0k 30.87
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Texas Pacific Land Corp (TPL) 0.0 $216k NEW 195.00 1105.96
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Hologic (HOLX) 0.0 $213k 3.0k 72.09
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eBay (EBAY) 0.0 $213k 3.4k 61.95
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Realty Income (O) 0.0 $212k -9% 4.0k 53.41
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $209k -14% 1.7k 124.96
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Goldman Sachs (GS) 0.0 $205k NEW 358.00 572.62
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Us Bancorp Del Com New (USB) 0.0 $204k NEW 4.3k 47.83
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Viper Energy Cl A (VNOM) 0.0 $204k NEW 4.2k 49.07
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Microchip Technology (MCHP) 0.0 $202k -16% 3.5k 57.35
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L3harris Technologies (LHX) 0.0 $201k NEW 955.00 210.28
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Freeport-mcmoran CL B (FCX) 0.0 $201k +22% 5.3k 38.08
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Viatris (VTRS) 0.0 $172k -87% 14k 12.45
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Aldeyra Therapeutics (ALDX) 0.0 $141k NEW 28k 4.99
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Asp Isotopes (ASPI) 0.0 $50k NEW 11k 4.53
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Stride Note 1.125% 9/0 0.0 $28k 14k 2.03
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Pacira Biosciences Note 0.750% 8/0 0.0 $12k 12k 0.97
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Past Filings by Boston Financial Mangement

SEC 13F filings are viewable for Boston Financial Mangement going back to 2010

View all past filings